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Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
3
AC
Addenda Capital
Quebec, Canada
$62M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.28B
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$740M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
Norges Bank
Norway
$667M
5
IIM
Intact Investment Management
Quebec, Canada
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$3.52M -$175K -1,627 -5%
SFI
152
Susquehanna Fundamental Investments
Pennsylvania
$3.45M -$1.97M -18,300 -36%
SLA
153
Silver Lake Advisory
Utah
$3.39M -$24.5K -227 -0.7%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$3.28M – – –
CQS
155
Credential Qtrade Securities
$3.19M +$65.3K +606 +2%
UB
156
UMB Bank
Missouri
$3.08M +$3.08M +28,600 New
PP
157
Paloma Partners
Connecticut
$3.07M +$3.07M +28,496 New
WF
158
WoodTrust Financial
Wisconsin
$2.91M +$121K +1,124 +4%
Voloridge Investment Management
159
Voloridge Investment Management
Florida
$2.85M +$1.32M +12,284 +86%
PG
160
Pendal Group
Australia
$2.83M -$436K -4,050 -13%
BCM
161
Bridgeway Capital Management
Texas
$2.72M – – –
RMC
162
Resources Management Corp
Connecticut
$2.71M – – –
PIC
163
Portland Investment Counsel
Ontario, Canada
$2.67M +$549K +5,100 +26%
LOAME
164
Lombard Odier Asset Management (Europe)
United Kingdom
$2.64M +$2.64M +19,368 New
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$2.57M +$91.5K +850 +4%
T. Rowe Price Associates
166
T. Rowe Price Associates
Maryland
$2.53M -$216 -2 -0%
SWP
167
Stratos Wealth Partners
Ohio
$2.49M +$417K +3,875 +20%
US Bancorp
168
US Bancorp
Minnesota
$2.49M -$543K -5,040 -18%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$2.48M -$43.5K -403 -2%
HighTower Advisors
170
HighTower Advisors
Illinois
$2.44M -$289K -2,686 -11%
VanEck Associates
171
VanEck Associates
New York
$2.37M +$863K +8,009 +57%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$2.25M +$425K +3,949 +23%
MIM
173
Manitou Investment Management
Ontario, Canada
$2.23M +$37.6K +350 +2%
PAG
174
Private Advisor Group
New Jersey
$2.19M -$2.02M -18,789 -48%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$400K +3,712 +22%
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